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RockB
Level 2

Add "Deposit To" on Sales receipt

I just set up a new company in Quickbooks 2016 to start the year off with a clean account.

 

In the file I am currently using there is an option on my sales receipt for "Deposit To"  that is not on the sales receipt for the newly created company.

 

I am a small 1 man operation and 99% of my revenue comes in via PayPal so I want to just create the sales receipt to generate the receipt to include in the customer shipment and have it write an entry to the PayPal account ledger in one step.

 

How do I add the "Deposit To" drop down on the Sales Receipt?

Solved
Best answer January 04, 2020

Accepted Solutions
Adrian_A
Moderator

Add "Deposit To" on Sales receipt

The Deposit To option has been disabled, RockB.

 

Once you've set up a new company file, you'll be using the default settings. You'll have to manually turn on the Deposit To feature. I've got the steps on how you can do this:

 

  1. Click the Edit menu, and then select Preferences.
  2. Select the Payments tab.
  3. Go to the Company Preferences tab.
  4. Deselect the Automatically apply payments, Automatically calculate payments, and Use Undeposited Funds as a default deposit to account fields.
  5. Click OK.

SC 01.JPG

 

Afterwards, enter a sales receipt again.

 

SC 02.JPG

 

A sales receipt is one of the customer-related transactions, you can refer to this articles to see how it works: Accounts Receivable workflows in QuickBooks Desktop.

 

There you have it. I'm just around in case you have other questions with QuickBooks.

View solution in original post

8 REPLIES 8
RaymondJayO
Moderator

Add "Deposit To" on Sales receipt

Thanks for posting in the Community, @RockB

 

It could be the Use Undeposited Funds as the default deposit to account feature is turned on in the preferences. This might be the reason you're unable to see this option on the sales receipt for the newly created company.

 

You'll have to turn off the feature so the Deposit To drop-down will automatically appear on the transaction screen. Let me guide you how. 

  1. Go to Edit from the top menu. 
  2. Select Preferences
  3. Go to Payments from the left panel. 
  4. Choose Company Preferences
  5. Uncheck the Use Undeposited Funds as the default deposit to account box. 
  6. Click OK

 

The screenshots below show you the steps. 

ShowDepositToField1.PNG

 

ShowDepositToField2.PNG

 

Once done, you'll be able to see the Deposit To field when you create a sales receipt

DepositToField.PNG

 

Sales receipt isn't part of your usual A/R workflows. To view its complete list, visit this article: Accounts Receivable Workflows

 

I'm here anytime you have other concerns. Have a good day, @RockB

RockB
Level 2

Add "Deposit To" on Sales receipt

Raymond,

 

Thank you for the instructions I will follow them and see if it does what I want.

 

Maybe I did not describe the problem correctly but here is a snapshot of my old company file with the Deposit to Drop down I am talking about.  I do not remember having to add it but that was two years ago.

 

Qbooks.jpg

 

 

Adrian_A
Moderator

Add "Deposit To" on Sales receipt

The Deposit To option has been disabled, RockB.

 

Once you've set up a new company file, you'll be using the default settings. You'll have to manually turn on the Deposit To feature. I've got the steps on how you can do this:

 

  1. Click the Edit menu, and then select Preferences.
  2. Select the Payments tab.
  3. Go to the Company Preferences tab.
  4. Deselect the Automatically apply payments, Automatically calculate payments, and Use Undeposited Funds as a default deposit to account fields.
  5. Click OK.

SC 01.JPG

 

Afterwards, enter a sales receipt again.

 

SC 02.JPG

 

A sales receipt is one of the customer-related transactions, you can refer to this articles to see how it works: Accounts Receivable workflows in QuickBooks Desktop.

 

There you have it. I'm just around in case you have other questions with QuickBooks.

RockB
Level 2

Add "Deposit To" on Sales receipt

Adrian,

 

Thank you. 

 

 

KimberlyMolder
Level 1

Add "Deposit To" on Sales receipt

Fantastic instruction!  Fixed in a few minutes.

FMW
Level 3

Add "Deposit To" on Sales receipt

I have a sales receipt.

Customer paid in Cash and Credit Card.

How do I enter that deposit, because it does not allow me to change amount in the "Deposit' window.

 

JasroV
QuickBooks Team

Add "Deposit To" on Sales receipt

Thanks for sharing the details with me, @FMW.

 

I’m here to ensure you’ll be able to deposit your customer payments.

 

In QuickBooks, you can’t edit payment information in a deposit transaction. Thus, you’ll want to open the sales receipt transaction and edit the amount from there. Once done, redeposit the payment again. Let me guide you on how to do it in your QuickBooks Desktop (QBDT) software:

 

  1. Go to the Customers menu.
  2. Click the Customer Center.
  3. Select your preferred customer.
  4. From the Transactions tab, locate and double-click the Sales Receipt transactions.
  5. Edit the amount and click Save & Close.

Once done, you can now deposit the payment. To guide you through the process, you can check out this article for reference: Record and make bank deposits in QuickBooks Desktop.

 

Additionally, in case you need to refund your customer, you can utilize this link that can walk you through the steps: Give your customer a credit or refund in QuickBooks Desktop for Windows.

 

You’re always welcome to get back to me if you have other queries about managing your transactions in QuickBooks. It’s my pleasure to keep you in working order. Keep safe and stay well.

FMW
Level 3

Add "Deposit To" on Sales receipt

Thanks.  That worked! 

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